FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 14,016 shares; 2025Q1: 11,874 shares; 2025Q2: 12,126 shares; 2025Q3: 11,912 shares; 2025Q4: 12,416 shares 12,416 $3.34M 0.02% +504 Timeline AMWD AMERICAN WOODMARK CORP More: the full row for AMERICAN WOODMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,679 shares; 2024Q4: 62,459 shares; 2025Q1: 62,459 shares; 2025Q2: 62,459 shares; 2025Q3: 62,459 shares; 2025Q4: 61,884 shares 61,884 $3.34M 0.02% -575 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,482 shares; 2024Q4: 44,647 shares; 2025Q1: 57,836 shares; 2025Q2: 70,375 shares; 2025Q3: 63,557 shares; 2025Q4: 65,017 shares 65,017 $3.31M 0.02% +1,460 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 21,075 shares; 2025Q1: 20,286 shares; 2025Q2: 20,023 shares; 2025Q3: 17,133 shares; 2025Q4: 16,748 shares 16,748 $3.3M 0.02% -385 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,473 shares; 2025Q1: 7,860 shares; 2025Q2: 8,160 shares; 2025Q3: 8,572 shares; 2025Q4: 17,005 shares 17,005 $3.29M 0.02% +8,433 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,511 shares; 2024Q4: 88,919 shares; 2025Q1: 94,586 shares; 2025Q2: 89,158 shares; 2025Q3: 91,076 shares; 2025Q4: 104,920 shares 104,920 $3.27M 0.02% +13,844 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,251 shares; 2025Q3: 72,558 shares; 2025Q4: 75,148 shares 75,148 $3.27M 0.02% +2,590 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,646 shares; 2024Q4: 36,099 shares; 2025Q1: 35,522 shares; 2025Q2: 30,162 shares; 2025Q3: 31,401 shares; 2025Q4: 34,731 shares 34,731 $3.27M 0.02% +3,330 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,821 shares; 2025Q4: 99,054 shares 99,054 $3.27M 0.02% +69,233 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,906 shares; 2025Q4: 40,079 shares 40,079 $3.27M 0.02% +30,173 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,404 shares; 2025Q1: 4,617 shares; 2025Q2: 4,369 shares; 2025Q3: 5,715 shares; 2025Q4: 6,943 shares 6,943 $3.26M 0.02% +1,228 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,567 shares; 2024Q4: 44,875 shares; 2025Q1: 33,474 shares; 2025Q2: 31,724 shares; 2025Q3: 30,723 shares; 2025Q4: 31,611 shares 31,611 $3.26M 0.02% +888 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,505 shares; 2024Q4: 36,706 shares; 2025Q1: 38,789 shares; 2025Q2: 38,126 shares; 2025Q3: 38,259 shares; 2025Q4: 37,782 shares 37,782 $3.25M 0.02% -477 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 9,139 shares; 2025Q1: 9,638 shares; 2025Q2: 9,848 shares; 2025Q3: 9,750 shares; 2025Q4: 9,652 shares 9,652 $3.25M 0.02% -98 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,635 shares; 2024Q4: 94,333 shares; 2025Q1: 97,904 shares; 2025Q2: 112,071 shares; 2025Q3: 91,301 shares; 2025Q4: 87,414 shares 87,414 $3.23M 0.02% -3,887 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,301 shares; 2024Q4: 120,172 shares; 2025Q1: 95,217 shares; 2025Q2: 103,860 shares; 2025Q3: 104,135 shares; 2025Q4: 65,462 shares 65,462 $3.22M 0.02% -38,673 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,536 shares; 2024Q4: 17,619 shares; 2025Q1: 20,347 shares; 2025Q2: 22,891 shares; 2025Q3: 23,098 shares; 2025Q4: 24,059 shares 24,059 $3.2M 0.02% +961 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 18,510 shares; 2025Q1: 19,103 shares; 2025Q2: 20,187 shares; 2025Q3: 21,896 shares; 2025Q4: 23,832 shares 23,832 $3.18M 0.02% +1,936 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,727 shares; 2024Q4: 53,580 shares; 2025Q1: 128,628 shares; 2025Q2: 60,348 shares; 2025Q3: 58,718 shares; 2025Q4: 57,651 shares 57,651 $3.15M 0.02% -1,067 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,882 shares; 2025Q1: 20,451 shares; 2025Q2: 20,912 shares; 2025Q3: 18,933 shares; 2025Q4: 24,008 shares 24,008 $3.15M 0.02% +5,075 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 8,048 shares; 2025Q1: 8,222 shares; 2025Q2: 8,217 shares; 2025Q3: 8,541 shares; 2025Q4: 8,052 shares 8,052 $3.13M 0.02% -489 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,558 shares; 2024Q4: 29,271 shares; 2025Q1: 29,364 shares; 2025Q2: 30,589 shares; 2025Q3: 30,893 shares; 2025Q4: 31,818 shares 31,818 $3.13M 0.02% +925 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,747 shares; 2024Q4: 59,901 shares; 2025Q1: 63,556 shares; 2025Q2: 62,205 shares; 2025Q3: 64,234 shares; 2025Q4: 57,841 shares 57,841 $3.11M 0.02% -6,393 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,332 shares; 2025Q1: 56,312 shares; 2025Q2: 56,262 shares; 2025Q3: 138,541 shares; 2025Q4: 68,321 shares 68,321 $3.11M 0.02% -70,220 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,652 shares; 2025Q4: 27,160 shares 27,160 $3.11M 0.02% -1,492 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,759 shares; 2024Q4: 64,621 shares; 2025Q1: 59,428 shares; 2025Q2: 61,380 shares; 2025Q3: 62,168 shares; 2025Q4: 63,854 shares 63,854 $3.11M 0.02% +1,686 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,958 shares; 2024Q4: 49,190 shares; 2025Q1: 48,326 shares; 2025Q2: 44,803 shares; 2025Q3: 42,172 shares; 2025Q4: 37,726 shares 37,726 $3.11M 0.02% -4,446 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 11,314 shares; 2025Q1: 11,564 shares; 2025Q2: 11,389 shares; 2025Q3: 11,600 shares; 2025Q4: 9,939 shares 9,939 $3.08M 0.02% -1,661 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 13,921 shares; 2025Q1: 13,171 shares; 2025Q2: 13,202 shares; 2025Q3: 14,843 shares; 2025Q4: 14,969 shares 14,969 $3.07M 0.02% +126 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 3,206 shares; 2025Q1: 3,735 shares; 2025Q2: 4,980 shares; 2025Q3: 5,164 shares; 2025Q4: 6,001 shares 6,001 $3.07M 0.02% +837 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,810 shares; 2025Q1: 64,559 shares; 2025Q2: 49,742 shares; 2025Q3: 55,114 shares; 2025Q4: 60,772 shares 60,772 $3.07M 0.02% +5,658 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,381 shares; 2024Q4: 129,903 shares; 2025Q1: 129,265 shares; 2025Q2: 128,425 shares; 2025Q3: 131,054 shares; 2025Q4: 131,032 shares 131,032 $3.06M 0.02% -22 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 27,479 shares; 2025Q1: 26,649 shares; 2025Q2: 26,149 shares; 2025Q3: 25,941 shares; 2025Q4: 25,591 shares 25,591 $3.04M 0.02% -350 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 8,740 shares; 2025Q1: 8,630 shares; 2025Q2: 4,670 shares; 2025Q3: 4,862 shares; 2025Q4: 5,237 shares 5,237 $3.04M 0.02% +375 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 14,820 shares; 2025Q1: 15,069 shares; 2025Q2: 15,871 shares; 2025Q3: 23,297 shares; 2025Q4: 43,096 shares 43,096 $3.03M 0.02% +19,799 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,334 shares; 2024Q4: 76,476 shares; 2025Q1: 66,716 shares; 2025Q2: 64,320 shares; 2025Q3: 67,861 shares; 2025Q4: 65,196 shares 65,196 $3.03M 0.02% -2,665 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,619 shares; 2024Q4: 14,324 shares; 2025Q1: 69,812 shares; 2025Q2: 82,857 shares; 2025Q3: 188,468 shares; 2025Q4: 157,284 shares 157,284 $3.02M 0.02% -31,184 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,282 shares; 2025Q1: 3,993 shares; 2025Q2: 3,736 shares; 2025Q3: 3,622 shares; 2025Q4: 3,423 shares 3,423 $3.01M 0.02% -199 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,586 shares; 2025Q1: 24,853 shares; 2025Q2: 25,062 shares; 2025Q3: 25,434 shares; 2025Q4: 25,121 shares 25,121 $3M 0.02% -313 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,663 shares; 2025Q1: 6,713 shares; 2025Q2: 6,695 shares; 2025Q3: 6,734 shares; 2025Q4: 6,734 shares 6,734 $2.99M 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,471 shares; 2024Q4: 47,728 shares; 2025Q1: 45,035 shares; 2025Q2: 43,154 shares; 2025Q3: 45,395 shares; 2025Q4: 52,852 shares 52,852 $2.99M 0.02% +7,457 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,528 shares; 2024Q4: 25,490 shares; 2025Q1: 24,920 shares; 2025Q2: 22,287 shares; 2025Q3: 23,614 shares; 2025Q4: 22,969 shares 22,969 $2.99M 0.02% -645 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,118 shares; 2024Q4: 17,133 shares; 2025Q1: 16,512 shares; 2025Q2: 16,428 shares; 2025Q3: 16,451 shares; 2025Q4: 16,062 shares 16,062 $2.98M 0.02% -389 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,370 shares; 2025Q1: 4,100 shares; 2025Q2: 25,468 shares; 2025Q3: 37,084 shares; 2025Q4: 42,429 shares 42,429 $2.96M 0.02% +5,345 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,157 shares; 2024Q4: 17,101 shares; 2025Q1: 10,371 shares; 2025Q2: 19,363 shares; 2025Q3: 19,708 shares; 2025Q4: 20,824 shares 20,824 $2.96M 0.02% +1,116 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,541 shares; 2024Q4: 377,811 shares; 2025Q1: 396,191 shares; 2025Q2: 406,521 shares; 2025Q3: 419,398 shares; 2025Q4: 237,435 shares 237,435 $2.95M 0.02% -181,963 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,994 shares; 2025Q1: 11,083 shares; 2025Q2: 20,534 shares; 2025Q3: 54,070 shares; 2025Q4: 104,536 shares 104,536 $2.94M 0.02% +50,466 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,427 shares; 2025Q1: 3,388 shares; 2025Q2: 3,327 shares; 2025Q3: 3,289 shares; 2025Q4: 2,907 shares 2,907 $2.93M 0.02% -382 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,505 shares; 2024Q4: 79,691 shares; 2025Q1: 103,614 shares; 2025Q2: 87,893 shares; 2025Q3: 88,704 shares; 2025Q4: 63,892 shares 63,892 $2.93M 0.02% -24,812 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 9,029 shares; 2025Q1: 10,130 shares; 2025Q2: 10,279 shares; 2025Q3: 10,674 shares; 2025Q4: 11,571 shares 11,571 $2.93M 0.02% +897 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,337 shares; 2024Q4: 39,862 shares; 2025Q1: 39,928 shares; 2025Q2: 36,574 shares; 2025Q3: 35,467 shares; 2025Q4: 35,397 shares 35,397 $2.92M 0.02% -70 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 8,046 shares; 2025Q1: 7,626 shares; 2025Q2: 7,490 shares; 2025Q3: 8,826 shares; 2025Q4: 8,877 shares 8,877 $2.88M 0.02% +51 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 56,160 shares; 2025Q1: 56,828 shares; 2025Q2: 60,403 shares; 2025Q3: 60,655 shares; 2025Q4: 57,184 shares 57,184 $2.86M 0.02% -3,471 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,704 shares; 2024Q4: 48,306 shares; 2025Q1: 58,099 shares; 2025Q2: 68,044 shares; 2025Q3: 72,452 shares; 2025Q4: 71,881 shares 71,881 $2.84M 0.02% -571 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,716 shares; 2024Q4: 7,283 shares; 2025Q1: 7,719 shares; 2025Q2: 8,582 shares; 2025Q3: 9,713 shares; 2025Q4: 9,645 shares 9,645 $2.83M 0.02% -68 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,263 shares; 2024Q4: 25,104 shares; 2025Q1: 29,176 shares; 2025Q2: 65,615 shares; 2025Q3: 69,294 shares; 2025Q4: 70,342 shares 70,342 $2.82M 0.02% +1,048 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,247 shares; 2024Q4: 19,497 shares; 2025Q1: 19,806 shares; 2025Q2: 18,878 shares; 2025Q3: 20,257 shares; 2025Q4: 20,410 shares 20,410 $2.81M 0.02% +153 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 6,157 shares; 2025Q1: 9,542 shares; 2025Q2: 9,467 shares; 2025Q3: 9,343 shares; 2025Q4: 9,334 shares 9,334 $2.81M 0.02% -9 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,700 shares; 2024Q4: 85,105 shares; 2025Q1: 91,479 shares; 2025Q2: 98,553 shares; 2025Q3: 101,011 shares; 2025Q4: 106,404 shares 106,404 $2.79M 0.02% +5,393 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,752 shares; 2024Q4: 14,040 shares; 2025Q1: 15,709 shares; 2025Q2: 16,539 shares; 2025Q3: 23,061 shares; 2025Q4: 26,318 shares 26,318 $2.78M 0.02% +3,257 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,670 shares; 2024Q4: 63,390 shares; 2025Q1: 115,682 shares; 2025Q2: 119,459 shares; 2025Q3: 127,493 shares; 2025Q4: 118,916 shares 118,916 $2.76M 0.02% -8,577 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,456 shares; 2025Q2: 68,267 shares; 2025Q3: 69,120 shares; 2025Q4: 70,305 shares 70,305 $2.75M 0.02% +1,185 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,847 shares; 2024Q4: 51,409 shares; 2025Q1: 70,857 shares; 2025Q2: 85,681 shares; 2025Q3: 94,630 shares; 2025Q4: 98,883 shares 98,883 $2.74M 0.02% +4,253 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,881 shares; 2024Q4: 84,398 shares; 2025Q1: 82,881 shares; 2025Q2: 79,355 shares; 2025Q3: 74,385 shares; 2025Q4: 65,538 shares 65,538 $2.72M 0.02% -8,847 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,508 shares; 2024Q4: 37,117 shares; 2025Q1: 33,279 shares; 2025Q2: 31,569 shares; 2025Q3: 32,424 shares; 2025Q4: 33,575 shares 33,575 $2.71M 0.02% +1,151 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,761 shares; 2024Q4: 29,523 shares; 2025Q1: 29,216 shares; 2025Q2: 29,532 shares; 2025Q3: 29,870 shares; 2025Q4: 32,649 shares 32,649 $2.71M 0.02% +2,779 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,425 shares; 2024Q4: 17,267 shares; 2025Q1: 16,718 shares; 2025Q2: 16,593 shares; 2025Q3: 15,344 shares; 2025Q4: 14,862 shares 14,862 $2.7M 0.02% -482 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,684 shares; 2025Q4: 68,092 shares 68,092 $2.7M 0.02% +2,408 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 34,973 shares; 2025Q1: 33,525 shares; 2025Q2: 34,148 shares; 2025Q3: 35,566 shares; 2025Q4: 34,829 shares 34,829 $2.7M 0.02% -737 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,659 shares; 2024Q4: 42,891 shares; 2025Q1: 41,750 shares; 2025Q2: 47,820 shares; 2025Q3: 47,098 shares; 2025Q4: 44,928 shares 44,928 $2.68M 0.02% -2,170 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,127 shares; 2024Q4: 37,616 shares; 2025Q1: 34,478 shares; 2025Q2: 34,715 shares; 2025Q3: 34,265 shares; 2025Q4: 34,476 shares 34,476 $2.67M 0.02% +211 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 10,082 shares; 2025Q1: 11,740 shares; 2025Q2: 12,481 shares; 2025Q3: 15,124 shares; 2025Q4: 18,373 shares 18,373 $2.66M 0.02% +3,249 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,409 shares; 2025Q1: 10,505 shares; 2025Q2: 21,399 shares; 2025Q3: 31,855 shares; 2025Q4: 35,327 shares 35,327 $2.65M 0.02% +3,472 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,765 shares; 2024Q4: 81,822 shares; 2025Q1: 61,939 shares; 2025Q2: 55,852 shares; 2025Q3: 56,149 shares; 2025Q4: 26,243 shares 26,243 $2.63M 0.02% -29,906 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,586 shares; 2025Q2: 24,028 shares; 2025Q3: 34,385 shares; 2025Q4: 38,889 shares 38,889 $2.63M 0.02% +4,504 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,924 shares; 2024Q4: 26,536 shares; 2025Q1: 72,451 shares; 2025Q2: 91,886 shares; 2025Q3: 121,960 shares; 2025Q4: 151,156 shares 151,156 $2.62M 0.02% +29,196 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,917 shares; 2025Q4: 31,082 shares 31,082 $2.61M 0.02% +19,165 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,652 shares; 2024Q4: 86,103 shares; 2025Q1: 84,917 shares; 2025Q2: 87,851 shares; 2025Q3: 86,789 shares; 2025Q4: 91,531 shares 91,531 $2.61M 0.02% +4,742 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 12,202 shares; 2025Q1: 12,244 shares; 2025Q2: 12,710 shares; 2025Q3: 12,334 shares; 2025Q4: 12,283 shares 12,283 $2.59M 0.02% -51 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,601 shares; 2024Q4: 204,390 shares; 2025Q1: 224,348 shares; 2025Q2: 226,837 shares; 2025Q3: 207,772 shares; 2025Q4: 238,778 shares 238,778 $2.59M 0.02% +31,006 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,478 shares; 2024Q4: 17,719 shares; 2025Q1: 17,545 shares; 2025Q2: 20,209 shares; 2025Q3: 26,093 shares; 2025Q4: 28,879 shares 28,879 $2.57M 0.02% +2,786 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,076 shares 39,076 $2.56M 0.02% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,871 shares; 2024Q4: 41,678 shares; 2025Q1: 43,478 shares; 2025Q2: 25,959 shares; 2025Q3: 51,431 shares; 2025Q4: 60,802 shares 60,802 $2.55M 0.02% +9,371 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,885 shares; 2024Q4: 228,530 shares; 2025Q1: 222,315 shares; 2025Q2: 236,902 shares; 2025Q3: 244,589 shares; 2025Q4: 252,303 shares 252,303 $2.54M 0.02% +7,714 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 46,550 shares; 2025Q1: 45,912 shares; 2025Q2: 47,702 shares; 2025Q3: 47,208 shares; 2025Q4: 51,348 shares 51,348 $2.54M 0.02% +4,140 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 12,981 shares; 2025Q1: 12,560 shares; 2025Q2: 11,896 shares; 2025Q3: 12,057 shares; 2025Q4: 17,849 shares 17,849 $2.52M 0.02% +5,792 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 39,857 shares; 2025Q1: 40,152 shares; 2025Q2: 61,972 shares; 2025Q3: 101,684 shares; 2025Q4: 121,926 shares 121,926 $2.52M 0.02% +20,242 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,271 shares; 2025Q1: 34,735 shares; 2025Q2: 34,228 shares; 2025Q3: 37,914 shares; 2025Q4: 29,021 shares 29,021 $2.5M 0.02% -8,893 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,677 shares; 2024Q4: 19,962 shares; 2025Q1: 15,230 shares; 2025Q2: 14,840 shares; 2025Q3: 14,012 shares; 2025Q4: 14,186 shares 14,186 $2.49M 0.02% +174 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,305 shares; 2024Q4: 14,215 shares; 2025Q1: 13,905 shares; 2025Q2: 38,962 shares; 2025Q3: 33,742 shares; 2025Q4: 39,776 shares 39,776 $2.48M 0.02% +6,034 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,450 shares; 2024Q4: 87,455 shares; 2025Q1: 109,925 shares; 2025Q2: 86,930 shares; 2025Q3: 90,985 shares; 2025Q4: 98,559 shares 98,559 $2.48M 0.02% +7,574 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 8,425 shares; 2025Q1: 11,223 shares; 2025Q2: 9,051 shares; 2025Q3: 9,285 shares; 2025Q4: 20,744 shares 20,744 $2.48M 0.02% +11,459 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,879 shares; 2025Q4: 73,334 shares 73,334 $2.47M 0.02% -19,545 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,153 shares; 2024Q4: 57,838 shares; 2025Q1: 43,193 shares; 2025Q2: 34,167 shares; 2025Q3: 35,463 shares; 2025Q4: 35,433 shares 35,433 $2.47M 0.02% -30 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 27,149 shares; 2025Q1: 26,443 shares; 2025Q2: 24,941 shares; 2025Q3: 24,352 shares; 2025Q4: 24,204 shares 24,204 $2.47M 0.02% -148 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,937 shares; 2024Q4: 16,727 shares; 2025Q1: 16,826 shares; 2025Q2: 79,604 shares; 2025Q3: 89,821 shares; 2025Q4: 83,567 shares 83,567 $2.46M 0.02% -6,254 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,109 shares; 2024Q4: 94,745 shares; 2025Q1: 40,414 shares; 2025Q2: 38,471 shares; 2025Q3: 38,345 shares; 2025Q4: 28,567 shares 28,567 $2.46M 0.02% -9,778 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,060 shares; 2024Q4: 32,005 shares; 2025Q1: 37,615 shares; 2025Q2: 39,730 shares; 2025Q3: 40,305 shares; 2025Q4: 40,305 shares 40,305 $2.46M 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 20,145 shares; 2025Q1: 20,131 shares; 2025Q2: 20,516 shares; 2025Q3: 20,506 shares; 2025Q4: 18,854 shares 18,854 $2.46M 0.02% -1,652 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,505 shares; 2025Q3: 12,447 shares; 2025Q4: 67,762 shares 67,762 $2.46M 0.02% +55,315 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 23,076 shares; 2025Q1: 22,938 shares; 2025Q2: 22,508 shares; 2025Q3: 22,264 shares; 2025Q4: 21,048 shares 21,048 $2.45M 0.02% -1,216 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,137 shares; 2024Q4: 42,134 shares; 2025Q1: 46,187 shares; 2025Q2: 49,658 shares; 2025Q3: 48,552 shares; 2025Q4: 52,408 shares 52,408 $2.43M 0.01% +3,856 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,323 shares; 2025Q4: 63,144 shares 63,144 $2.43M 0.01% +16,821 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,742 shares; 2024Q4: 30,165 shares; 2025Q1: 30,945 shares; 2025Q2: 49,685 shares; 2025Q3: 221,085 shares; 2025Q4: 185,917 shares 185,917 $2.42M 0.01% -35,168 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,380 shares; 2024Q4: 80,628 shares; 2025Q1: 74,999 shares; 2025Q2: 72,715 shares; 2025Q3: 73,911 shares; 2025Q4: 74,143 shares 74,143 $2.42M 0.01% +232 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,344 shares; 2024Q4: 45,549 shares; 2025Q1: 42,138 shares; 2025Q2: not reported; 2025Q3: 22,506 shares; 2025Q4: 56,280 shares 56,280 $2.4M 0.01% +33,774 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,405 shares; 2024Q4: 25,995 shares; 2025Q1: 29,230 shares; 2025Q2: 29,130 shares; 2025Q3: 39,722 shares; 2025Q4: 55,168 shares 55,168 $2.4M 0.01% +15,446 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 6,213 shares; 2025Q1: 6,782 shares; 2025Q2: 12,838 shares; 2025Q3: 12,981 shares; 2025Q4: 19,035 shares 19,035 $2.4M 0.01% +6,054 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,471 shares; 2024Q4: 194,693 shares; 2025Q1: 190,442 shares; 2025Q2: 125,450 shares; 2025Q3: 108,520 shares; 2025Q4: 138,238 shares 138,238 $2.39M 0.01% +29,718 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,529 shares; 2024Q4: 328,902 shares; 2025Q1: 331,696 shares; 2025Q2: 330,398 shares; 2025Q3: 326,812 shares; 2025Q4: 259,199 shares 259,199 $2.39M 0.01% -67,613 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,308 shares; 2025Q1: 124,168 shares; 2025Q2: 129,742 shares; 2025Q3: 132,373 shares; 2025Q4: 117,218 shares 117,218 $2.39M 0.01% -15,155 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,154 shares; 2025Q1: 4,805 shares; 2025Q2: 4,856 shares; 2025Q3: 5,097 shares; 2025Q4: 5,251 shares 5,251 $2.38M 0.01% +154 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,653 shares; 2025Q1: 9,411 shares; 2025Q2: 7,887 shares; 2025Q3: 7,825 shares; 2025Q4: 9,273 shares 9,273 $2.37M 0.01% +1,448 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,355 shares; 2024Q4: 22,718 shares; 2025Q1: 25,220 shares; 2025Q2: 27,911 shares; 2025Q3: 32,502 shares; 2025Q4: 33,236 shares 33,236 $2.37M 0.01% +734 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,605 shares; 2024Q4: 100,087 shares; 2025Q1: 103,121 shares; 2025Q2: 102,509 shares; 2025Q3: 103,715 shares; 2025Q4: 102,832 shares 102,832 $2.37M 0.01% -883 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,877 shares; 2024Q4: 118,702 shares; 2025Q1: 116,327 shares; 2025Q2: 114,512 shares; 2025Q3: 106,907 shares; 2025Q4: 106,792 shares 106,792 $2.37M 0.01% -115 CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 2,113 shares; 2025Q1: 3,433 shares; 2025Q2: 6,342 shares; 2025Q3: 8,696 shares; 2025Q4: 9,417 shares 9,417 $2.36M 0.01% +721 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,248 shares; 2024Q4: 38,199 shares; 2025Q1: 31,068 shares; 2025Q2: 29,408 shares; 2025Q3: 28,819 shares; 2025Q4: 32,449 shares 32,449 $2.36M 0.01% +3,630 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 26,672 shares; 2025Q1: 27,568 shares; 2025Q2: 29,809 shares; 2025Q3: 30,453 shares; 2025Q4: 33,864 shares 33,864 $2.35M 0.01% +3,411 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,371 shares 182,371 $2.35M 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,418 shares; 2025Q1: 21,519 shares; 2025Q2: 20,969 shares; 2025Q3: 20,378 shares; 2025Q4: 20,511 shares 20,511 $2.34M 0.01% +133 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,871 shares; 2024Q4: 23,935 shares; 2025Q1: 23,947 shares; 2025Q2: 24,414 shares; 2025Q3: 27,643 shares; 2025Q4: 26,972 shares 26,972 $2.32M 0.01% -671 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,212 shares; 2024Q4: 32,379 shares; 2025Q1: 26,327 shares; 2025Q2: 40,418 shares; 2025Q3: 40,234 shares; 2025Q4: 45,631 shares 45,631 $2.32M 0.01% +5,397 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,406 shares; 2025Q1: 5,603 shares; 2025Q2: 5,623 shares; 2025Q3: 5,362 shares; 2025Q4: 14,393 shares 14,393 $2.31M 0.01% +9,031 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 9,845 shares; 2025Q1: 9,879 shares; 2025Q2: 9,520 shares; 2025Q3: 9,426 shares; 2025Q4: 23,756 shares 23,756 $2.31M 0.01% +14,330 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 8,025 shares 8,025 $2.3M 0.01% +5,350 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,224 shares; 2024Q4: 19,556 shares; 2025Q1: 19,321 shares; 2025Q2: 30,728 shares; 2025Q3: 44,264 shares; 2025Q4: 51,462 shares 51,462 $2.3M 0.01% +7,198 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,835 shares; 2024Q4: 90,109 shares; 2025Q1: 91,015 shares; 2025Q2: 104,775 shares; 2025Q3: 144,054 shares; 2025Q4: 141,269 shares 141,269 $2.27M 0.01% -2,785 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,914 shares; 2024Q4: 28,967 shares; 2025Q1: 33,289 shares; 2025Q2: 34,396 shares; 2025Q3: 34,668 shares; 2025Q4: 33,582 shares 33,582 $2.26M 0.01% -1,086 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,583 shares; 2024Q4: 44,153 shares; 2025Q1: 41,092 shares; 2025Q2: 44,016 shares; 2025Q3: 43,893 shares; 2025Q4: 46,928 shares 46,928 $2.25M 0.01% +3,035 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,000 shares; 2024Q4: 148,000 shares; 2025Q1: 148,000 shares; 2025Q2: 136,000 shares; 2025Q3: 136,000 shares; 2025Q4: 135,000 shares 135,000 $2.25M 0.01% -1,000 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,567 shares; 2025Q1: 85,918 shares; 2025Q2: 105,648 shares; 2025Q3: 110,759 shares; 2025Q4: 116,507 shares 116,507 $2.24M 0.01% +5,748 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,859 shares; 2024Q4: 36,116 shares; 2025Q1: 36,054 shares; 2025Q2: 37,163 shares; 2025Q3: 30,474 shares; 2025Q4: 24,317 shares 24,317 $2.24M 0.01% -6,157 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,970 shares 13,970 $2.23M 0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,805 shares; 2025Q4: 46,325 shares 46,325 $2.23M 0.01% +12,520 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,276 shares; 2024Q4: 69,712 shares; 2025Q1: 71,782 shares; 2025Q2: 74,557 shares; 2025Q3: 76,772 shares; 2025Q4: 84,207 shares 84,207 $2.22M 0.01% +7,435 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,011 shares; 2024Q4: 23,217 shares; 2025Q1: 23,213 shares; 2025Q2: 23,729 shares; 2025Q3: 25,057 shares; 2025Q4: 24,070 shares 24,070 $2.22M 0.01% -987 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,380 shares 9,380 $2.21M 0.01% new Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,622 shares; 2025Q3: 82,208 shares; 2025Q4: 89,879 shares 89,879 $2.21M 0.01% +7,671 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,711 shares; 2024Q4: 24,602 shares; 2025Q1: 25,657 shares; 2025Q2: 25,208 shares; 2025Q3: 25,156 shares; 2025Q4: 27,262 shares 27,262 $2.21M 0.01% +2,106 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 18,879 shares; 2025Q1: 19,377 shares; 2025Q2: 19,340 shares; 2025Q3: 20,277 shares; 2025Q4: 21,049 shares 21,049 $2.19M 0.01% +772 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 15,914 shares; 2025Q1: 14,972 shares; 2025Q2: 15,386 shares; 2025Q3: 15,402 shares; 2025Q4: 15,445 shares 15,445 $2.18M 0.01% +43 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,084 shares; 2024Q4: 53,683 shares; 2025Q1: 58,650 shares; 2025Q2: 47,611 shares; 2025Q3: 47,205 shares; 2025Q4: 49,019 shares 49,019 $2.17M 0.01% +1,814 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,918 shares; 2024Q4: 63,997 shares; 2025Q1: 67,217 shares; 2025Q2: 64,213 shares; 2025Q3: 63,102 shares; 2025Q4: 60,587 shares 60,587 $2.17M 0.01% -2,515 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,039 shares; 2024Q4: 19,421 shares; 2025Q1: 10,889 shares; 2025Q2: 11,358 shares; 2025Q3: 10,962 shares; 2025Q4: 10,780 shares 10,780 $2.15M 0.01% -182 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,984 shares; 2024Q4: 21,888 shares; 2025Q1: 19,802 shares; 2025Q2: 19,259 shares; 2025Q3: 16,163 shares; 2025Q4: 17,939 shares 17,939 $2.15M 0.01% +1,776 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 9,964 shares; 2025Q1: 11,016 shares; 2025Q2: 10,879 shares; 2025Q3: 11,002 shares; 2025Q4: 11,007 shares 11,007 $2.14M 0.01% +5 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 22,562 shares; 2025Q1: 19,751 shares; 2025Q2: 20,182 shares; 2025Q3: 21,154 shares; 2025Q4: 22,447 shares 22,447 $2.14M 0.01% +1,293 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,263 shares; 2024Q4: 31,200 shares; 2025Q1: 31,900 shares; 2025Q2: 31,969 shares; 2025Q3: 35,564 shares; 2025Q4: 43,355 shares 43,355 $2.13M 0.01% +7,791 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,209 shares; 2024Q4: 20,993 shares; 2025Q1: 45,669 shares; 2025Q2: 51,498 shares; 2025Q3: 46,117 shares; 2025Q4: 49,074 shares 49,074 $2.13M 0.01% +2,957 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,978 shares; 2025Q4: 28,144 shares 28,144 $2.08M 0.01% +20,166 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: 11,150 shares; 2025Q1: 17,295 shares; 2025Q2: 17,702 shares; 2025Q3: 18,889 shares; 2025Q4: 20,742 shares 20,742 $2.06M 0.01% +1,853 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,211 shares; 2024Q4: 34,228 shares; 2025Q1: 35,988 shares; 2025Q2: 39,368 shares; 2025Q3: 35,821 shares; 2025Q4: 32,864 shares 32,864 $2.05M 0.01% -2,957 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,551 shares; 2025Q2: 45,581 shares; 2025Q3: 48,881 shares; 2025Q4: 54,482 shares 54,482 $2.04M 0.01% +5,601 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,383 shares; 2024Q4: 37,145 shares; 2025Q1: 27,236 shares; 2025Q2: 27,964 shares; 2025Q3: 24,378 shares; 2025Q4: 22,916 shares 22,916 $2.03M 0.01% -1,462 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,551 shares; 2024Q4: 117,961 shares; 2025Q1: 151,817 shares; 2025Q2: 45,278 shares; 2025Q3: 35,328 shares; 2025Q4: 36,380 shares 36,380 $2.02M 0.01% +1,052 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,989 shares; 2024Q4: 23,141 shares; 2025Q1: 22,992 shares; 2025Q2: 21,026 shares; 2025Q3: 21,704 shares; 2025Q4: 25,024 shares 25,024 $2.02M 0.01% +3,320 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 19,229 shares; 2025Q1: 18,084 shares; 2025Q2: 19,978 shares; 2025Q3: 20,304 shares; 2025Q4: 20,468 shares 20,468 $2.02M 0.01% +164 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,693 shares; 2024Q4: 59,580 shares; 2025Q1: 64,048 shares; 2025Q2: 56,921 shares; 2025Q3: 50,138 shares; 2025Q4: 50,151 shares 50,151 $2.02M 0.01% +13 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,890 shares; 2024Q4: 25,340 shares; 2025Q1: 24,944 shares; 2025Q2: 25,579 shares; 2025Q3: 70,450 shares; 2025Q4: 79,938 shares 79,938 $1.99M 0.01% +9,488 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,556 shares; 2025Q3: 14,410 shares; 2025Q4: 17,575 shares 17,575 $1.99M 0.01% +3,165 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,448 shares; 2025Q1: 179,808 shares; 2025Q2: 31,280 shares; 2025Q3: 34,314 shares; 2025Q4: 39,850 shares 39,850 $1.98M 0.01% +5,536 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 9,737 shares; 2025Q2: 10,758 shares; 2025Q3: 11,263 shares; 2025Q4: 24,276 shares 24,276 $1.97M 0.01% +13,013 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,516 shares; 2025Q1: 5,469 shares; 2025Q2: 4,857 shares; 2025Q3: 5,389 shares; 2025Q4: 5,620 shares 5,620 $1.97M 0.01% +231 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,081 shares 15,081 $1.95M 0.01% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,425 shares; 2024Q4: 32,992 shares; 2025Q1: 33,482 shares; 2025Q2: 27,113 shares; 2025Q3: 26,602 shares; 2025Q4: 27,225 shares 27,225 $1.95M 0.01% +623 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 7,230 shares; 2025Q1: 7,354 shares; 2025Q2: 7,226 shares; 2025Q3: 8,309 shares; 2025Q4: 8,742 shares 8,742 $1.95M 0.01% +433 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,238 shares; 2025Q1: 4,777 shares; 2025Q2: 5,144 shares; 2025Q3: 9,670 shares; 2025Q4: 15,654 shares 15,654 $1.94M 0.01% +5,984 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,540 shares 149,540 $1.92M 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,186 shares; 2024Q4: 16,236 shares; 2025Q1: 20,107 shares; 2025Q2: 20,004 shares; 2025Q3: 20,611 shares; 2025Q4: 18,998 shares 18,998 $1.92M 0.01% -1,613 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,941 shares; 2024Q4: 60,913 shares; 2025Q1: 59,188 shares; 2025Q2: 45,933 shares; 2025Q3: 45,580 shares; 2025Q4: 39,019 shares 39,019 $1.91M 0.01% -6,561 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,001 shares; 2024Q4: 11,251 shares; 2025Q1: 11,831 shares; 2025Q2: 14,828 shares; 2025Q3: 16,525 shares; 2025Q4: 18,762 shares 18,762 $1.91M 0.01% +2,237 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 3,949 shares; 2025Q1: 13,763 shares; 2025Q2: 13,400 shares; 2025Q3: 13,005 shares; 2025Q4: 12,998 shares 12,998 $1.91M 0.01% -7 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,578 shares; 2024Q4: 24,789 shares; 2025Q1: 26,112 shares; 2025Q2: 29,427 shares; 2025Q3: 31,993 shares; 2025Q4: 28,576 shares 28,576 $1.9M 0.01% -3,417 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,784 shares 42,784 $1.89M 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,317 shares; 2024Q4: 24,910 shares; 2025Q1: 27,419 shares; 2025Q2: 27,318 shares; 2025Q3: 27,129 shares; 2025Q4: 27,893 shares 27,893 $1.88M 0.01% +764 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: 12,422 shares; 2025Q1: 10,373 shares; 2025Q2: 11,621 shares; 2025Q3: 10,961 shares; 2025Q4: 10,174 shares 10,174 $1.88M 0.01% -787 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,699 shares; 2025Q1: 6,794 shares; 2025Q2: 6,451 shares; 2025Q3: 6,512 shares; 2025Q4: 6,273 shares 6,273 $1.87M 0.01% -239 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,929 shares; 2024Q4: 26,877 shares; 2025Q1: 27,191 shares; 2025Q2: 27,869 shares; 2025Q3: 27,522 shares; 2025Q4: 25,315 shares 25,315 $1.87M 0.01% -2,207 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,929 shares; 2024Q4: 100,408 shares; 2025Q1: 34,127 shares; 2025Q2: 32,850 shares; 2025Q3: 31,025 shares; 2025Q4: 28,513 shares 28,513 $1.87M 0.01% -2,512 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 12,299 shares; 2025Q1: 55,691 shares; 2025Q2: 49,693 shares; 2025Q3: 49,593 shares; 2025Q4: 48,906 shares 48,906 $1.87M 0.01% -687 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,235 shares; 2024Q4: 209,204 shares; 2025Q1: 204,816 shares; 2025Q2: 174,390 shares; 2025Q3: 174,193 shares; 2025Q4: 138,346 shares 138,346 $1.87M 0.01% -35,847 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 11,482 shares; 2025Q1: 12,924 shares; 2025Q2: 12,405 shares; 2025Q3: 15,251 shares; 2025Q4: 15,334 shares 15,334 $1.87M 0.01% +83 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,230 shares; 2025Q4: 68,659 shares 68,659 $1.86M 0.01% +35,429 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 10,948 shares; 2025Q1: 11,029 shares; 2025Q2: 10,930 shares; 2025Q3: 11,130 shares; 2025Q4: 11,105 shares 11,105 $1.86M 0.01% -25 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,498 shares; 2024Q4: 45,351 shares; 2025Q1: 38,974 shares; 2025Q2: 36,056 shares; 2025Q3: 33,793 shares; 2025Q4: 30,828 shares 30,828 $1.86M 0.01% -2,965 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,875 shares; 2025Q4: 42,854 shares 42,854 $1.86M 0.01% -21 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,375 shares; 2025Q1: 5,343 shares; 2025Q2: 5,342 shares; 2025Q3: 5,378 shares; 2025Q4: 5,371 shares 5,371 $1.85M 0.01% -7 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,113 shares; 2025Q1: 25,785 shares; 2025Q2: not reported; 2025Q3: 75,306 shares; 2025Q4: 75,500 shares 75,500 $1.85M 0.01% +194 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,931 shares; 2024Q4: 29,142 shares; 2025Q1: 33,146 shares; 2025Q2: 27,208 shares; 2025Q3: 26,746 shares; 2025Q4: 24,908 shares 24,908 $1.83M 0.01% -1,838 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 5,749 shares; 2025Q1: 6,872 shares; 2025Q2: 7,765 shares; 2025Q3: 8,731 shares; 2025Q4: 11,327 shares 11,327 $1.83M 0.01% +2,596 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,625 shares; 2024Q4: 42,380 shares; 2025Q1: 23,669 shares; 2025Q2: 39,313 shares; 2025Q3: 15,847 shares; 2025Q4: 17,852 shares 17,852 $1.82M 0.01% +2,005 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,258 shares; 2024Q4: 52,468 shares; 2025Q1: 35,275 shares; 2025Q2: 34,461 shares; 2025Q3: 34,343 shares; 2025Q4: 35,961 shares 35,961 $1.82M 0.01% +1,618 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,350 shares 28,350 $1.82M 0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,712 shares; 2025Q1: 16,985 shares; 2025Q2: 22,648 shares; 2025Q3: 26,742 shares; 2025Q4: 27,959 shares 27,959 $1.81M 0.01% +1,217 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 9,199 shares; 2025Q1: 9,210 shares; 2025Q2: 11,815 shares; 2025Q3: 11,972 shares; 2025Q4: 14,503 shares 14,503 $1.81M 0.01% +2,531 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,349 shares; 2024Q4: 117,260 shares; 2025Q1: 181,350 shares; 2025Q2: 268,452 shares; 2025Q3: 193,994 shares; 2025Q4: 136,188 shares 136,188 $1.81M 0.01% -57,806 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,979 shares; 2024Q4: 24,680 shares; 2025Q1: 23,095 shares; 2025Q2: 22,143 shares; 2025Q3: 19,680 shares; 2025Q4: 14,302 shares 14,302 $1.8M 0.01% -5,378 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,772 shares; 2024Q4: 37,868 shares; 2025Q1: 38,528 shares; 2025Q2: 35,998 shares; 2025Q3: 35,745 shares; 2025Q4: 34,381 shares 34,381 $1.8M 0.01% -1,364 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,842 shares; 2024Q4: 51,712 shares; 2025Q1: 49,072 shares; 2025Q2: 46,347 shares; 2025Q3: 48,452 shares; 2025Q4: 35,155 shares 35,155 $1.8M 0.01% -13,297 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,166 shares; 2025Q4: 33,079 shares 33,079 $1.79M 0.01% +913 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,439 shares; 2025Q2: 30,221 shares; 2025Q3: 41,898 shares; 2025Q4: 70,014 shares 70,014 $1.79M 0.01% +28,116 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,766 shares 35,766 $1.77M 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,881 shares; 2024Q4: 162,854 shares; 2025Q1: 169,060 shares; 2025Q2: 169,018 shares; 2025Q3: 171,087 shares; 2025Q4: 176,847 shares 176,847 $1.77M 0.01% +5,760 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 6,474 shares; 2025Q1: 5,200 shares; 2025Q2: 4,861 shares; 2025Q3: 19,097 shares; 2025Q4: 30,119 shares 30,119 $1.77M 0.01% +11,022 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,933 shares 106,933 $1.77M 0.01% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,342 shares; 2024Q4: 27,863 shares; 2025Q1: 34,175 shares; 2025Q2: 54,107 shares; 2025Q3: 55,104 shares; 2025Q4: 58,078 shares 58,078 $1.76M 0.01% +2,974 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,333 shares 136,333 $1.75M 0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 19,017 shares; 2025Q1: 23,224 shares; 2025Q2: 23,116 shares; 2025Q3: 23,236 shares; 2025Q4: 23,569 shares 23,569 $1.75M 0.01% +333 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,331 shares; 2024Q4: 74,626 shares; 2025Q1: 80,062 shares; 2025Q2: 72,170 shares; 2025Q3: 74,076 shares; 2025Q4: 90,883 shares 90,883 $1.74M 0.01% +16,807 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,119 shares; 2025Q1: 9,692 shares; 2025Q2: 8,869 shares; 2025Q3: 7,438 shares; 2025Q4: 7,969 shares 7,969 $1.73M 0.01% +531 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 61,998 shares; 2025Q1: 78,493 shares; 2025Q2: 42,687 shares; 2025Q3: 37,937 shares; 2025Q4: 35,729 shares 35,729 $1.73M 0.01% -2,208 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 14,203 shares; 2025Q1: 14,916 shares; 2025Q2: 22,347 shares; 2025Q3: 26,528 shares; 2025Q4: 28,852 shares 28,852 $1.73M 0.01% +2,324 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,715 shares; 2025Q4: 24,077 shares 24,077 $1.73M 0.01% +14,362 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,286 shares; 2024Q4: 74,655 shares; 2025Q1: 77,026 shares; 2025Q2: 75,736 shares; 2025Q3: 72,099 shares; 2025Q4: 69,129 shares 69,129 $1.72M 0.01% -2,970 LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,706 shares; 2024Q4: 69,300 shares; 2025Q1: 68,915 shares; 2025Q2: 72,498 shares; 2025Q3: 74,770 shares; 2025Q4: 41,016 shares 41,016 $1.72M 0.01% -33,754 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,392 shares; 2024Q4: 28,068 shares; 2025Q1: 27,983 shares; 2025Q2: 21,451 shares; 2025Q3: 25,712 shares; 2025Q4: 24,667 shares 24,667 $1.71M 0.01% -1,045 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,044 shares; 2025Q3: 4,346 shares; 2025Q4: 24,541 shares 24,541 $1.71M 0.01% +20,195 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,148 shares 20,148 $1.71M 0.01% new Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,759 shares; 2024Q4: 78,591 shares; 2025Q1: 78,782 shares; 2025Q2: 80,925 shares; 2025Q3: 81,106 shares; 2025Q4: 81,938 shares 81,938 $1.71M 0.01% +832 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,944 shares; 2025Q1: 13,019 shares; 2025Q2: 12,177 shares; 2025Q3: 12,126 shares; 2025Q4: 12,456 shares 12,456 $1.71M 0.01% +330 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,510 shares; 2024Q4: 83,701 shares; 2025Q1: 90,252 shares; 2025Q2: 84,771 shares; 2025Q3: 65,849 shares; 2025Q4: 70,245 shares 70,245 $1.7M 0.01% +4,396 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,393 shares; 2024Q4: 30,007 shares; 2025Q1: 33,016 shares; 2025Q2: 47,229 shares; 2025Q3: 114,803 shares; 2025Q4: 130,500 shares 130,500 $1.7M 0.01% +15,697 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,623 shares; 2025Q1: 38,547 shares; 2025Q2: 38,278 shares; 2025Q3: 37,361 shares; 2025Q4: 37,415 shares 37,415 $1.7M 0.01% +54 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,804 shares; 2025Q1: 5,849 shares; 2025Q2: 6,228 shares; 2025Q3: 5,275 shares; 2025Q4: 9,325 shares 9,325 $1.7M 0.01% +4,050 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,675 shares; 2025Q4: 18,598 shares 18,598 $1.69M 0.01% -77 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 13,195 shares; 2025Q1: 11,595 shares; 2025Q2: 11,689 shares; 2025Q3: 11,350 shares; 2025Q4: 11,338 shares 11,338 $1.69M 0.01% -12 Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,072 shares; 2024Q4: 671,072 shares; 2025Q1: 614,272 shares; 2025Q2: 614,272 shares; 2025Q3: 614,272 shares; 2025Q4: 539,272 shares 539,272 $1.68M 0.01% -75,000 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 33,593 shares; 2025Q1: 37,711 shares; 2025Q2: 36,684 shares; 2025Q3: 36,183 shares; 2025Q4: 47,211 shares 47,211 $1.68M 0.01% +11,028 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,579 shares; 2025Q4: 21,445 shares 21,445 $1.68M 0.01% +866 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,336 shares; 2024Q4: 17,298 shares; 2025Q1: 16,834 shares; 2025Q2: 16,074 shares; 2025Q3: 15,974 shares; 2025Q4: 15,435 shares 15,435 $1.67M 0.01% -539 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,816 shares; 2024Q4: 27,321 shares; 2025Q1: 32,348 shares; 2025Q2: 31,011 shares; 2025Q3: 20,127 shares; 2025Q4: 21,025 shares 21,025 $1.67M 0.01% +898 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,043 shares; 2024Q4: 49,833 shares; 2025Q1: 46,282 shares; 2025Q2: 42,465 shares; 2025Q3: 41,224 shares; 2025Q4: 39,913 shares 39,913 $1.66M 0.01% -1,311 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,337 shares; 2024Q4: 122,335 shares; 2025Q1: 127,348 shares; 2025Q2: 130,410 shares; 2025Q3: 135,190 shares; 2025Q4: 140,898 shares 140,898 $1.65M 0.01% +5,708 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,099 shares; 2024Q4: 16,362 shares; 2025Q1: 16,122 shares; 2025Q2: 15,659 shares; 2025Q3: 15,454 shares; 2025Q4: 15,156 shares 15,156 $1.65M 0.01% -298 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,253 shares; 2024Q4: 21,973 shares; 2025Q1: 22,474 shares; 2025Q2: 23,041 shares; 2025Q3: 23,249 shares; 2025Q4: 24,148 shares 24,148 $1.64M 0.01% +899 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,207 shares; 2025Q1: 4,178 shares; 2025Q2: 4,179 shares; 2025Q3: 4,180 shares; 2025Q4: 4,162 shares 4,162 $1.61M 0.01% -18 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,534 shares; 2025Q4: 52,456 shares 52,456 $1.6M 0.01% +12,922 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,714 shares; 2024Q4: 78,646 shares; 2025Q1: 79,171 shares; 2025Q2: 80,951 shares; 2025Q3: 87,259 shares; 2025Q4: 91,584 shares 91,584 $1.59M 0.01% +4,325 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,872 shares; 2025Q3: 4,692 shares; 2025Q4: 4,676 shares 4,676 $1.59M 0.01% -16 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,898 shares; 2024Q4: 31,383 shares; 2025Q1: 44,727 shares; 2025Q2: 115,872 shares; 2025Q3: 155,751 shares; 2025Q4: 81,870 shares 81,870 $1.58M 0.01% -73,881 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,839 shares; 2024Q4: 31,044 shares; 2025Q1: 33,352 shares; 2025Q2: 50,808 shares; 2025Q3: 47,130 shares; 2025Q4: 48,892 shares 48,892 $1.58M 0.01% +1,762 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,065 shares; 2024Q4: 18,968 shares; 2025Q1: 18,569 shares; 2025Q2: 16,074 shares; 2025Q3: 19,040 shares; 2025Q4: 19,392 shares 19,392 $1.58M 0.01% +352 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,543 shares; 2024Q4: 57,751 shares; 2025Q1: 57,336 shares; 2025Q2: 56,033 shares; 2025Q3: 53,213 shares; 2025Q4: 33,140 shares 33,140 $1.58M 0.01% -20,073 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,837 shares; 2025Q4: 30,669 shares 30,669 $1.58M 0.01% +2,832 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,822 shares; 2024Q4: 5,769 shares; 2025Q1: 5,119 shares; 2025Q2: 3,726 shares; 2025Q3: 13,131 shares; 2025Q4: 17,585 shares 17,585 $1.57M 0.01% +4,454 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,405 shares; 2024Q4: 81,527 shares; 2025Q1: 89,112 shares; 2025Q2: 88,132 shares; 2025Q3: 84,089 shares; 2025Q4: 81,719 shares 81,719 $1.57M 0.01% -2,370 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,972 shares; 2024Q4: 37,126 shares; 2025Q1: 43,981 shares; 2025Q2: 34,401 shares; 2025Q3: 45,866 shares; 2025Q4: 48,166 shares 48,166 $1.56M 0.01% +2,300 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,915 shares; 2025Q1: 3,147 shares; 2025Q2: 3,258 shares; 2025Q3: 3,423 shares; 2025Q4: 4,953 shares 4,953 $1.55M 0.01% +1,530 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 31,260 shares; 2025Q1: 71,105 shares; 2025Q2: 84,613 shares; 2025Q3: 92,818 shares; 2025Q4: 77,769 shares 77,769 $1.55M 0.01% -15,049 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,579 shares 76,579 $1.54M 0.01% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,602 shares; 2024Q4: 80,484 shares; 2025Q1: 82,921 shares; 2025Q2: 82,969 shares; 2025Q3: 83,016 shares; 2025Q4: 83,064 shares 83,064 $1.54M 0.01% +48 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,635 shares; 2024Q4: 19,031 shares; 2025Q1: 19,354 shares; 2025Q2: 19,354 shares; 2025Q3: 19,354 shares; 2025Q4: 19,439 shares 19,439 $1.53M 0.01% +85 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,373 shares; 2024Q4: 125,539 shares; 2025Q1: 134,958 shares; 2025Q2: 153,445 shares; 2025Q3: 152,334 shares; 2025Q4: 64,706 shares 64,706 $1.53M 0.01% -87,628 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,628 shares; 2025Q3: 40,604 shares; 2025Q4: 56,187 shares 56,187 $1.52M 0.01% +15,583 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 24,045 shares; 2025Q1: 23,484 shares; 2025Q2: 23,465 shares; 2025Q3: 22,440 shares; 2025Q4: 21,579 shares 21,579 $1.51M 0.01% -861 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,828 shares; 2025Q3: 61,401 shares; 2025Q4: 85,003 shares 85,003 $1.51M 0.01% +23,602 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,640 shares; 2024Q4: 34,489 shares; 2025Q1: 33,341 shares; 2025Q2: 30,961 shares; 2025Q3: 32,711 shares; 2025Q4: 32,304 shares 32,304 $1.51M 0.01% -407 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,108 shares; 2024Q4: 80,852 shares; 2025Q1: 89,040 shares; 2025Q2: 88,747 shares; 2025Q3: 82,432 shares; 2025Q4: 76,879 shares 76,879 $1.5M 0.01% -5,553 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,291 shares; 2025Q4: 23,936 shares 23,936 $1.5M 0.01% +1,645 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,233 shares 18,233 $1.49M 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 27,862 shares; 2025Q1: 27,157 shares; 2025Q2: 28,900 shares; 2025Q3: 28,502 shares; 2025Q4: 27,847 shares 27,847 $1.49M 0.01% -655 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,188 shares; 2024Q4: 36,456 shares; 2025Q1: 46,300 shares; 2025Q2: 99,375 shares; 2025Q3: 123,278 shares; 2025Q4: 125,196 shares 125,196 $1.48M 0.01% +1,918 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,107 shares; 2024Q4: 63,974 shares; 2025Q1: 64,895 shares; 2025Q2: 64,288 shares; 2025Q3: 66,087 shares; 2025Q4: 67,962 shares 67,962 $1.48M 0.01% +1,875 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,128 shares; 2024Q4: 14,785 shares; 2025Q1: 14,786 shares; 2025Q2: 14,422 shares; 2025Q3: 13,798 shares; 2025Q4: 14,191 shares 14,191 $1.48M 0.01% +393 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,785 shares; 2024Q4: 18,148 shares; 2025Q1: 17,922 shares; 2025Q2: 17,863 shares; 2025Q3: 17,661 shares; 2025Q4: 18,576 shares 18,576 $1.48M 0.01% +915 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,120 shares; 2024Q4: 36,645 shares; 2025Q1: 39,522 shares; 2025Q2: 39,849 shares; 2025Q3: 40,499 shares; 2025Q4: 40,781 shares 40,781 $1.47M 0.01% +282 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,268 shares; 2025Q1: 18,611 shares; 2025Q2: 19,318 shares; 2025Q3: 20,613 shares; 2025Q4: 21,487 shares 21,487 $1.47M 0.01% +874 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 13,015 shares; 2025Q4: 17,912 shares 17,912 $1.47M 0.01% +4,897 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,318 shares; 2025Q1: 3,240 shares; 2025Q2: 2,920 shares; 2025Q3: 3,619 shares; 2025Q4: 2,751 shares 2,751 $1.47M 0.01% -868 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 82 shares; 2025Q1: 130 shares; 2025Q2: 169 shares; 2025Q3: 180 shares; 2025Q4: 200 shares 200 $1.46M 0.01% +20 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 11,032 shares; 2025Q1: 11,536 shares; 2025Q2: 12,632 shares; 2025Q3: 15,260 shares; 2025Q4: 15,287 shares 15,287 $1.46M 0.01% +27 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,798 shares; 2024Q4: 26,520 shares; 2025Q1: 29,161 shares; 2025Q2: 53,593 shares; 2025Q3: 23,541 shares; 2025Q4: 25,288 shares 25,288 $1.45M 0.01% +1,747 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,196 shares; 2025Q1: 7,210 shares; 2025Q2: 6,438 shares; 2025Q3: 6,515 shares; 2025Q4: 6,490 shares 6,490 $1.45M 0.01% -25 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,102 shares; 2024Q4: 70,770 shares; 2025Q1: 74,566 shares; 2025Q2: 74,166 shares; 2025Q3: 76,481 shares; 2025Q4: 81,737 shares 81,737 $1.44M 0.01% +5,256 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,814 shares; 2024Q4: 53,442 shares; 2025Q1: 53,442 shares; 2025Q2: 55,614 shares; 2025Q3: 56,646 shares; 2025Q4: 54,868 shares 54,868 $1.44M 0.01% -1,778 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,674 shares; 2025Q1: 1,800 shares; 2025Q2: 1,844 shares; 2025Q3: 1,952 shares; 2025Q4: 2,108 shares 2,108 $1.43M 0.01% +156 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,336 shares; 2024Q4: 136,666 shares; 2025Q1: 134,053 shares; 2025Q2: 124,095 shares; 2025Q3: 100,192 shares; 2025Q4: 60,741 shares 60,741 $1.42M 0.01% -39,451 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 5,381 shares; 2025Q1: 2,840 shares; 2025Q2: 2,745 shares; 2025Q3: 4,389 shares; 2025Q4: 5,111 shares 5,111 $1.41M 0.01% +722 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,273 shares; 2025Q1: 15,093 shares; 2025Q2: 15,841 shares; 2025Q3: 15,736 shares; 2025Q4: 16,133 shares 16,133 $1.41M 0.01% +397 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,217 shares; 2025Q1: 9,227 shares; 2025Q2: 6,471 shares; 2025Q3: 8,014 shares; 2025Q4: 11,917 shares 11,917 $1.4M 0.01% +3,903 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 37,559 shares; 2025Q1: 40,638 shares; 2025Q2: 37,963 shares; 2025Q3: 36,667 shares; 2025Q4: 29,921 shares 29,921 $1.4M 0.01% -6,746 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,420 shares; 2024Q4: 38,350 shares; 2025Q1: 36,160 shares; 2025Q2: 33,964 shares; 2025Q3: 34,514 shares; 2025Q4: 34,767 shares 34,767 $1.4M 0.01% +253 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,725 shares; 2024Q4: 88,450 shares; 2025Q1: 91,850 shares; 2025Q2: 90,600 shares; 2025Q3: 86,200 shares; 2025Q4: 86,050 shares 86,050 $1.4M 0.01% -150 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,936 shares; 2024Q4: 25,807 shares; 2025Q1: 24,892 shares; 2025Q2: 23,171 shares; 2025Q3: 19,815 shares; 2025Q4: 20,601 shares 20,601 $1.4M 0.01% +786 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,162 shares; 2025Q3: 31,737 shares; 2025Q4: 32,240 shares 32,240 $1.39M 0.01% +503 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,548 shares; 2024Q4: 52,840 shares; 2025Q1: 67,113 shares; 2025Q2: 64,867 shares; 2025Q3: 65,039 shares; 2025Q4: 68,934 shares 68,934 $1.39M 0.01% +3,895 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 55,151 shares; 2025Q1: 159,265 shares; 2025Q2: 192,129 shares; 2025Q3: 197,780 shares; 2025Q4: 186,949 shares 186,949 $1.39M 0.01% -10,831 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 9,195 shares; 2025Q1: 9,526 shares; 2025Q2: 10,273 shares; 2025Q3: 10,924 shares; 2025Q4: 11,402 shares 11,402 $1.38M 0.01% +478 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,651 shares; 2025Q1: 4,636 shares; 2025Q2: 4,163 shares; 2025Q3: 4,145 shares; 2025Q4: 11,943 shares 11,943 $1.36M 0.01% +7,798 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,880 shares; 2024Q4: 8,545 shares; 2025Q1: 8,395 shares; 2025Q2: 8,223 shares; 2025Q3: 7,323 shares; 2025Q4: 6,217 shares 6,217 $1.35M 0.01% -1,106 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,904 shares; 2024Q4: 14,052 shares; 2025Q1: 16,717 shares; 2025Q2: 16,112 shares; 2025Q3: 14,448 shares; 2025Q4: 14,331 shares 14,331 $1.35M 0.01% -117 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 19,737 shares; 2025Q1: 19,593 shares; 2025Q2: 19,543 shares; 2025Q3: 19,142 shares; 2025Q4: 19,097 shares 19,097 $1.34M 0.01% -45 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,417 shares; 2024Q4: 10,646 shares; 2025Q1: 9,647 shares; 2025Q2: 9,775 shares; 2025Q3: 9,687 shares; 2025Q4: 25,296 shares 25,296 $1.34M 0.01% +15,609 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,265 shares; 2025Q4: 55,076 shares 55,076 $1.33M 0.01% -9,189 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,310 shares 16,310 $1.33M 0.01% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,236 shares; 2024Q4: 64,223 shares; 2025Q1: 63,952 shares; 2025Q2: 65,663 shares; 2025Q3: 66,462 shares; 2025Q4: 65,164 shares 65,164 $1.33M 0.01% -1,298 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,487 shares 24,487 $1.31M 0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,616 shares; 2025Q1: 7,207 shares; 2025Q2: 6,579 shares; 2025Q3: 6,272 shares; 2025Q4: 6,292 shares 6,292 $1.31M 0.01% +20 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,112 shares; 2025Q4: 48,324 shares 48,324 $1.3M 0.01% +212 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,261 shares; 2025Q4: 25,966 shares 25,966 $1.29M 0.01% +705 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,322 shares; 2024Q4: 28,072 shares; 2025Q1: 27,272 shares; 2025Q2: 24,872 shares; 2025Q3: 22,132 shares; 2025Q4: 21,632 shares 21,632 $1.28M 0.01% -500 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,001 shares; 2025Q1: 1,009 shares; 2025Q2: 986 shares; 2025Q3: 1,026 shares; 2025Q4: 1,055 shares 1,055 $1.28M 0.01% +29 MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,466 shares; 2025Q4: 17,423 shares 17,423 $1.27M 0.01% +10,957 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,659 shares; 2024Q4: 26,455 shares; 2025Q1: 26,558 shares; 2025Q2: 27,291 shares; 2025Q3: 25,704 shares; 2025Q4: 26,307 shares 26,307 $1.26M 0.01% +603 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,432 shares; 2025Q4: 32,374 shares 32,374 $1.26M 0.01% +19,942 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 15,766 shares; 2025Q1: 15,766 shares; 2025Q2: 15,646 shares; 2025Q3: 15,646 shares; 2025Q4: 15,696 shares 15,696 $1.26M 0.01% +50 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,749 shares; 2024Q4: 15,729 shares; 2025Q1: not reported; 2025Q2: 9,797 shares; 2025Q3: 11,564 shares; 2025Q4: 20,770 shares 20,770 $1.25M 0.01% +9,206 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 12,998 shares; 2025Q1: 12,937 shares; 2025Q2: 12,722 shares; 2025Q3: 12,648 shares; 2025Q4: 12,854 shares 12,854 $1.25M 0.01% +206 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: 2,173 shares; 2025Q2: 1,553 shares; 2025Q3: 2,071 shares; 2025Q4: 2,129 shares 2,129 $1.24M 0.01% +58 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,584 shares; 2024Q4: 13,595 shares; 2025Q1: 13,228 shares; 2025Q2: 13,238 shares; 2025Q3: 13,716 shares; 2025Q4: 14,028 shares 14,028 $1.24M 0.01% +312 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,697 shares; 2025Q1: 4,388 shares; 2025Q2: 4,448 shares; 2025Q3: 4,563 shares; 2025Q4: 4,915 shares 4,915 $1.23M 0.01% +352 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,305 shares; 2025Q1: 3,300 shares; 2025Q2: 3,200 shares; 2025Q3: 3,311 shares; 2025Q4: 3,244 shares 3,244 $1.23M 0.01% -67 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 21,209 shares; 2025Q1: 21,574 shares; 2025Q2: 27,066 shares; 2025Q3: 26,551 shares; 2025Q4: 27,741 shares 27,741 $1.23M 0.01% +1,190 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,212 shares; 2024Q4: 53,608 shares; 2025Q1: 89,551 shares; 2025Q2: 87,557 shares; 2025Q3: 86,465 shares; 2025Q4: 111,344 shares 111,344 $1.23M 0.01% +24,879 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,569 shares; 2024Q4: 113,049 shares; 2025Q1: 112,941 shares; 2025Q2: 113,240 shares; 2025Q3: 115,951 shares; 2025Q4: 59,256 shares 59,256 $1.22M 0.01% -56,695 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,214 shares; 2025Q3: 120,227 shares; 2025Q4: 146,765 shares 146,765 $1.22M 0.01% +26,538 STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,350 shares; 2024Q4: 61,272 shares; 2025Q1: 65,112 shares; 2025Q2: 67,463 shares; 2025Q3: 67,950 shares; 2025Q4: 67,957 shares 67,957 $1.22M 0.01% +7 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,568 shares; 2024Q4: 42,318 shares; 2025Q1: 43,628 shares; 2025Q2: 46,200 shares; 2025Q3: 47,495 shares; 2025Q4: 49,839 shares 49,839 $1.21M 0.01% +2,344 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,495 shares; 2024Q4: 162,495 shares; 2025Q1: 168,628 shares; 2025Q2: 183,088 shares; 2025Q3: 210,859 shares; 2025Q4: 192,076 shares 192,076 $1.21M 0.01% -18,783 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 12,511 shares; 2025Q1: 12,411 shares; 2025Q2: 12,947 shares; 2025Q3: 12,511 shares; 2025Q4: 12,511 shares 12,511 $1.2M 0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 215,000 shares; 2025Q3: 220,000 shares; 2025Q4: 220,000 shares 220,000 $1.2M 0.01% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,296 shares; 2025Q4: 30,430 shares 30,430 $1.2M 0.01% +17,134 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 13,393 shares; 2025Q1: 14,022 shares; 2025Q2: 13,968 shares; 2025Q3: 14,553 shares; 2025Q4: 29,290 shares 29,290 $1.2M 0.01% +14,737 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,226 shares; 2024Q4: 87,206 shares; 2025Q1: 85,568 shares; 2025Q2: 85,455 shares; 2025Q3: 89,071 shares; 2025Q4: 92,782 shares 92,782 $1.2M 0.01% +3,711 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,253 shares; 2024Q4: 14,455 shares; 2025Q1: 13,555 shares; 2025Q2: 10,448 shares; 2025Q3: 10,361 shares; 2025Q4: 10,222 shares 10,222 $1.2M 0.01% -139 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,118 shares; 2024Q4: 11,894 shares; 2025Q1: 16,278 shares; 2025Q2: 12,402 shares; 2025Q3: 12,428 shares; 2025Q4: 11,156 shares 11,156 $1.19M 0.01% -1,272 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,404 shares; 2025Q1: 6,404 shares; 2025Q2: 6,404 shares; 2025Q3: 7,444 shares; 2025Q4: 9,232 shares 9,232 $1.19M 0.01% +1,788 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,670 shares; 2024Q4: 36,203 shares; 2025Q1: 38,343 shares; 2025Q2: 31,816 shares; 2025Q3: 32,095 shares; 2025Q4: 28,824 shares 28,824 $1.19M 0.01% -3,271 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 20,784 shares; 2025Q1: 21,204 shares; 2025Q2: 20,089 shares; 2025Q3: 22,073 shares; 2025Q4: 23,528 shares 23,528 $1.18M 0.01% +1,455 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,321 shares; 2025Q1: 8,194 shares; 2025Q2: 8,115 shares; 2025Q3: 8,507 shares; 2025Q4: 10,163 shares 10,163 $1.18M 0.01% +1,656 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,660 shares; 2024Q4: 10,708 shares; 2025Q1: 11,107 shares; 2025Q2: 12,980 shares; 2025Q3: 12,937 shares; 2025Q4: 14,707 shares 14,707 $1.18M 0.01% +1,770 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,183 shares; 2024Q4: 66,319 shares; 2025Q1: 64,193 shares; 2025Q2: 69,330 shares; 2025Q3: 70,285 shares; 2025Q4: 75,028 shares 75,028 $1.18M 0.01% +4,743 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 8,959 shares; 2025Q1: 8,971 shares; 2025Q2: 5,539 shares; 2025Q3: 14,124 shares; 2025Q4: 14,307 shares 14,307 $1.17M 0.01% +183 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 19,880 shares; 2025Q1: 13,696 shares; 2025Q2: 14,082 shares; 2025Q3: 13,782 shares; 2025Q4: 13,491 shares 13,491 $1.17M 0.01% -291 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 2,018 shares; 2025Q1: 2,652 shares; 2025Q2: 3,350 shares; 2025Q3: 3,407 shares; 2025Q4: 3,451 shares 3,451 $1.17M 0.01% +44 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 13,463 shares; 2025Q1: 12,134 shares; 2025Q2: 9,350 shares; 2025Q3: 12,281 shares; 2025Q4: 15,065 shares 15,065 $1.17M 0.01% +2,784 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,843 shares; 2025Q3: 26,024 shares; 2025Q4: 31,148 shares 31,148 $1.16M 0.01% +5,124 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,151 shares; 2024Q4: 76,013 shares; 2025Q1: 97,926 shares; 2025Q2: 114,513 shares; 2025Q3: 111,311 shares; 2025Q4: 109,484 shares 109,484 $1.16M 0.01% -1,827 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,507 shares 145,507 $1.16M 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,585 shares; 2024Q4: 79,989 shares; 2025Q1: 75,325 shares; 2025Q2: 81,914 shares; 2025Q3: 73,706 shares; 2025Q4: 17,384 shares 17,384 $1.16M 0.01% -56,322 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 3,874 shares; 2025Q1: 3,665 shares; 2025Q2: 3,676 shares; 2025Q3: 3,641 shares; 2025Q4: 5,608 shares 5,608 $1.15M 0.01% +1,967 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 37,660 shares; 2025Q1: 39,261 shares; 2025Q2: 38,991 shares; 2025Q3: 40,588 shares; 2025Q4: 41,965 shares 41,965 $1.15M 0.01% +1,377 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,575 shares; 2025Q4: 38,798 shares 38,798 $1.14M 0.01% +23,223 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,669 shares; 2025Q4: 14,091 shares 14,091 $1.14M 0.01% +422 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,698 shares; 2025Q1: 4,726 shares; 2025Q2: 4,732 shares; 2025Q3: 4,732 shares; 2025Q4: 4,741 shares 4,741 $1.14M 0.01% +9 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,226 shares; 2024Q4: 64,728 shares; 2025Q1: 58,055 shares; 2025Q2: 67,571 shares; 2025Q3: 66,536 shares; 2025Q4: 64,285 shares 64,285 $1.14M 0.01% -2,251 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,230 shares; 2025Q1: 6,755 shares; 2025Q2: 6,655 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares 6,180 $1.13M 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 621 shares; 2025Q1: 641 shares; 2025Q2: 651 shares; 2025Q3: 665 shares; 2025Q4: 666 shares 666 $1.13M 0.01% +1 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,108 shares; 2024Q4: 35,055 shares; 2025Q1: 36,138 shares; 2025Q2: 33,814 shares; 2025Q3: 17,866 shares; 2025Q4: 17,629 shares 17,629 $1.13M 0.01% -237 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,027 shares; 2024Q4: 19,306 shares; 2025Q1: 20,116 shares; 2025Q2: 20,522 shares; 2025Q3: 21,382 shares; 2025Q4: 23,777 shares 23,777 $1.12M 0.01% +2,395 MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,484 shares; 2025Q1: 4,772 shares; 2025Q2: 4,460 shares; 2025Q3: 4,514 shares; 2025Q4: 6,036 shares 6,036 $1.12M 0.01% +1,522 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 2,725 shares; 2025Q1: 3,656 shares; 2025Q2: 2,363 shares; 2025Q3: 2,007 shares; 2025Q4: 2,395 shares 2,395 $1.12M 0.01% +388 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,877 shares; 2025Q4: 14,877 shares 14,877 $1.11M 0.01% 0 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,671 shares; 2025Q1: 163,547 shares; 2025Q2: 129,359 shares; 2025Q3: 123,783 shares; 2025Q4: 121,428 shares 121,428 $1.11M 0.01% -2,355 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,885 shares; 2024Q4: not reported; 2025Q1: 9,479 shares; 2025Q2: 11,711 shares; 2025Q3: 29,730 shares; 2025Q4: 32,128 shares 32,128 $1.11M 0.01% +2,398 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 210 shares; 2025Q1: 198 shares; 2025Q2: 188 shares; 2025Q3: 200 shares; 2025Q4: 206 shares 206 $1.1M 0.01% +6 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,089 shares; 2025Q1: 8,601 shares; 2025Q2: 8,598 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares 8,560 $1.1M 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,256 shares; 2024Q4: 100,170 shares; 2025Q1: 90,695 shares; 2025Q2: 90,453 shares; 2025Q3: 216,958 shares; 2025Q4: 220,382 shares 220,382 $1.1M 0.01% +3,424 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,657 shares; 2025Q3: 35,645 shares; 2025Q4: 36,725 shares 36,725 $1.09M 0.01% +1,080 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,887 shares 10,887 $1.09M 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 14,267 shares; 2025Q1: 15,085 shares; 2025Q2: 15,720 shares; 2025Q3: 15,596 shares; 2025Q4: 16,730 shares 16,730 $1.09M 0.01% +1,134 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 10,408 shares; 2025Q1: 10,158 shares; 2025Q2: 10,096 shares; 2025Q3: 10,096 shares; 2025Q4: 10,096 shares 10,096 $1.09M 0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,331 shares; 2025Q2: 17,554 shares; 2025Q3: 29,111 shares; 2025Q4: 30,803 shares 30,803 $1.09M 0.01% +1,692 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,565 shares; 2025Q1: 13,310 shares; 2025Q2: 11,052 shares; 2025Q3: 13,506 shares; 2025Q4: 14,001 shares 14,001 $1.08M 0.01% +495 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,584 shares; 2024Q4: 22,751 shares; 2025Q1: 21,771 shares; 2025Q2: 20,957 shares; 2025Q3: 23,245 shares; 2025Q4: 24,188 shares 24,188 $1.08M 0.01% +943 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,896 shares; 2024Q4: 91,914 shares; 2025Q1: 90,847 shares; 2025Q2: 76,991 shares; 2025Q3: 77,459 shares; 2025Q4: 76,543 shares 76,543 $1.07M 0.01% -916 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 29,908 shares; 2025Q1: 29,624 shares; 2025Q2: 27,525 shares; 2025Q3: 29,059 shares; 2025Q4: 28,678 shares 28,678 $1.07M 0.01% -381 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 13,110 shares; 2025Q1: 15,308 shares; 2025Q2: 15,240 shares; 2025Q3: 16,123 shares; 2025Q4: 15,327 shares 15,327 $1.06M 0.01% -796 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,501 shares; 2024Q4: 72,738 shares; 2025Q1: 77,630 shares; 2025Q2: 76,101 shares; 2025Q3: 75,101 shares; 2025Q4: 75,101 shares 75,101 $1.06M 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 3,600 shares; 2025Q1: 2,488 shares; 2025Q2: 2,356 shares; 2025Q3: 1,731 shares; 2025Q4: 1,733 shares 1,733 $1.06M 0.01% +2 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,573 shares; 2025Q4: 45,042 shares 45,042 $1.05M 0.01% +27,469 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,982 shares; 2024Q4: 166,953 shares; 2025Q1: 164,327 shares; 2025Q2: 159,060 shares; 2025Q3: 154,893 shares; 2025Q4: 158,685 shares 158,685 $1.05M 0.01% +3,792 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,448 shares; 2025Q1: 11,970 shares; 2025Q2: 13,395 shares; 2025Q3: 30,531 shares; 2025Q4: 29,099 shares 29,099 $1.05M 0.01% -1,432 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,780 shares; 2024Q4: 44,738 shares; 2025Q1: 44,794 shares; 2025Q2: 40,600 shares; 2025Q3: 40,885 shares; 2025Q4: 42,276 shares 42,276 $1.05M 0.01% +1,391 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 8,331 shares; 2025Q1: 8,858 shares; 2025Q2: 8,439 shares; 2025Q3: 8,282 shares; 2025Q4: 8,192 shares 8,192 $1.04M 0.01% -90 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,481 shares; 2025Q1: not reported; 2025Q2: 24,314 shares; 2025Q3: 25,858 shares; 2025Q4: 24,262 shares 24,262 $1.04M 0.01% -1,596 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 10,274 shares; 2025Q1: 10,089 shares; 2025Q2: 9,689 shares; 2025Q3: 9,033 shares; 2025Q4: 8,552 shares 8,552 $1.04M 0.01% -481 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 8,724 shares; 2025Q1: 10,369 shares; 2025Q2: 22,421 shares; 2025Q3: 28,084 shares; 2025Q4: 26,613 shares 26,613 $1.04M 0.01% -1,471 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 25,464 shares; 2025Q1: 25,983 shares; 2025Q2: 26,276 shares; 2025Q3: 25,527 shares; 2025Q4: 23,875 shares 23,875 $1.04M 0.01% -1,652 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 11,578 shares; 2025Q1: 10,476 shares; 2025Q2: 7,164 shares; 2025Q3: 8,177 shares; 2025Q4: 9,439 shares 9,439 $1.04M 0.01% +1,262 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 18,362 shares; 2025Q1: 23,277 shares; 2025Q2: 30,034 shares; 2025Q3: 32,367 shares; 2025Q4: 41,460 shares 41,460 $1.04M 0.01% +9,093 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 15,202 shares; 2025Q1: 15,660 shares; 2025Q2: 16,195 shares; 2025Q3: 15,435 shares; 2025Q4: 17,033 shares 17,033 $1.04M 0.01% +1,598 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,692 shares; 2024Q4: 22,084 shares; 2025Q1: 21,987 shares; 2025Q2: 21,987 shares; 2025Q3: 22,113 shares; 2025Q4: 21,613 shares 21,613 $1.03M 0.01% -500 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,458 shares; 2024Q4: 467,506 shares; 2025Q1: 475,460 shares; 2025Q2: 459,881 shares; 2025Q3: 415,209 shares; 2025Q4: 188,272 shares 188,272 $1.03M 0.01% -226,937 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 7,644 shares; 2025Q2: 7,669 shares; 2025Q3: 7,645 shares; 2025Q4: 6,882 shares 6,882 $1.03M 0.01% -763 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 7,240 shares; 2025Q1: 7,021 shares; 2025Q2: 7,036 shares; 2025Q3: 7,016 shares; 2025Q4: 6,049 shares 6,049 $1.03M 0.01% -967 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,493 shares; 2024Q4: 39,878 shares; 2025Q1: 33,660 shares; 2025Q2: 28,665 shares; 2025Q3: 30,465 shares; 2025Q4: 30,345 shares 30,345 $1.02M 0.01% -120 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares 4,924 $1.01M 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,413 shares; 2025Q1: 4,323 shares; 2025Q2: 4,206 shares; 2025Q3: 10,586 shares; 2025Q4: 11,350 shares 11,350 $1.01M 0.01% +764 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,482 shares; 2024Q4: 9,181 shares; 2025Q1: 13,726 shares; 2025Q2: 12,562 shares; 2025Q3: 24,674 shares; 2025Q4: 23,044 shares 23,044 $1.01M 0.01% -1,630 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,218 shares; 2024Q4: 111,451 shares; 2025Q1: 192,929 shares; 2025Q2: 11,678 shares; 2025Q3: 13,243 shares; 2025Q4: 11,523 shares 11,523 $1M 0.01% -1,720 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,735 shares; 2025Q2: 35,064 shares; 2025Q3: 44,489 shares; 2025Q4: 43,547 shares 43,547 $1M 0.01% -942 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,169 shares; 2025Q1: 55,599 shares; 2025Q2: 56,603 shares; 2025Q3: 60,295 shares; 2025Q4: 62,301 shares 62,301 $1M 0.01% +2,006 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,632 shares; 2025Q2: 3,327 shares; 2025Q3: 4,498 shares; 2025Q4: 9,374 shares 9,374 $1M 0.01% +4,876 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,828 shares; 2025Q2: 16,810 shares; 2025Q3: 49,657 shares; 2025Q4: 49,201 shares 49,201 $997K 0.01% -456 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 21,541 shares; 2025Q1: 21,941 shares; 2025Q2: 20,926 shares; 2025Q3: 20,876 shares; 2025Q4: 19,883 shares 19,883 $992K 0.01% -993 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 9,822 shares; 2025Q1: 9,520 shares; 2025Q2: 10,011 shares; 2025Q3: 9,811 shares; 2025Q4: 11,310 shares 11,310 $987K 0.01% +1,499 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 11,907 shares; 2025Q1: 12,510 shares; 2025Q2: 12,225 shares; 2025Q3: 12,125 shares; 2025Q4: 10,923 shares 10,923 $982K 0.01% -1,202 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 25,165 shares; 2025Q1: 25,186 shares; 2025Q2: 24,931 shares; 2025Q3: 24,061 shares; 2025Q4: 23,753 shares 23,753 $981K 0.01% -308 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,084 shares; 2024Q4: 26,751 shares; 2025Q1: 30,118 shares; 2025Q2: 31,313 shares; 2025Q3: 31,596 shares; 2025Q4: 28,186 shares 28,186 $975K 0.01% -3,410 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,165 shares; 2024Q4: 34,418 shares; 2025Q1: 36,090 shares; 2025Q2: 35,010 shares; 2025Q3: 35,010 shares; 2025Q4: 35,010 shares 35,010 $972K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,442 shares; 2025Q1: 6,621 shares; 2025Q2: 6,224 shares; 2025Q3: 6,506 shares; 2025Q4: 7,480 shares 7,480 $971K 0.01% +974 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,778 shares; 2025Q1: 3,837 shares; 2025Q2: 4,876 shares; 2025Q3: 13,701 shares; 2025Q4: 5,749 shares 5,749 $970K 0.01% -7,952 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 4,147 shares; 2025Q4: 4,029 shares 4,029 $969K 0.01% -118 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 6,678 shares; 2025Q1: 6,330 shares; 2025Q2: 5,472 shares; 2025Q3: 6,684 shares; 2025Q4: 7,043 shares 7,043 $959K 0.01% +359 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 18,450 shares; 2025Q4: 18,600 shares 18,600 $953K 0.01% +150 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 11,552 shares; 2025Q1: 12,556 shares; 2025Q2: 12,560 shares; 2025Q3: 12,563 shares; 2025Q4: 12,096 shares 12,096 $952K 0.01% -467 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,190 shares; 2024Q4: 19,190 shares; 2025Q1: 19,755 shares; 2025Q2: 24,555 shares; 2025Q3: 28,420 shares; 2025Q4: 36,071 shares 36,071 $950K 0.01% +7,651 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,219 shares; 2024Q4: 31,519 shares; 2025Q1: 43,725 shares; 2025Q2: 36,624 shares; 2025Q3: 31,679 shares; 2025Q4: 28,724 shares 28,724 $949K 0.01% -2,955 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,590 shares; 2024Q4: 57,969 shares; 2025Q1: 60,538 shares; 2025Q2: 39,847 shares; 2025Q3: 24,121 shares; 2025Q4: 25,002 shares 25,002 $949K 0.01% +881 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,080 shares; 2024Q4: 14,046 shares; 2025Q1: 21,696 shares; 2025Q2: 14,162 shares; 2025Q3: 13,791 shares; 2025Q4: 13,264 shares 13,264 $947K 0.01% -527 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,396 shares; 2025Q1: 49,449 shares; 2025Q2: 20,770 shares; 2025Q3: 21,660 shares; 2025Q4: 21,669 shares 21,669 $946K 0.01% +9 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,195 shares; 2024Q4: 17,025 shares; 2025Q1: 14,139 shares; 2025Q2: 7,891 shares; 2025Q3: 9,711 shares; 2025Q4: 7,969 shares 7,969 $937K 0.01% -1,742 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,648 shares; 2025Q4: 10,360 shares 10,360 $932K 0.01% -288 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 3,428 shares; 2025Q3: 3,716 shares; 2025Q4: 3,867 shares 3,867 $931K 0.01% +151 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,983 shares; 2025Q4: 69,372 shares 69,372 $930K 0.01% -8,611 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 24,698 shares; 2025Q1: 24,649 shares; 2025Q2: 23,210 shares; 2025Q3: 21,468 shares; 2025Q4: 20,782 shares 20,782 $925K 0.01% -686 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 10,033 shares; 2025Q1: 9,313 shares; 2025Q2: 9,231 shares; 2025Q3: 10,062 shares; 2025Q4: 10,794 shares 10,794 $920K 0.01% +732 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,660 shares; 2024Q4: 41,179 shares; 2025Q1: 40,525 shares; 2025Q2: 36,540 shares; 2025Q3: 38,006 shares; 2025Q4: 37,556 shares 37,556 $908K 0.01% -450 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,347 shares; 2024Q4: 89,940 shares; 2025Q1: 90,284 shares; 2025Q2: 89,583 shares; 2025Q3: 90,459 shares; 2025Q4: 95,226 shares 95,226 $908K 0.01% +4,767 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,283 shares; 2024Q4: 32,257 shares; 2025Q1: 32,213 shares; 2025Q2: 31,317 shares; 2025Q3: 31,864 shares; 2025Q4: 32,937 shares 32,937 $901K 0.01% +1,073 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 6,323 shares; 2025Q1: 8,818 shares; 2025Q2: 8,887 shares; 2025Q3: 8,867 shares; 2025Q4: 11,155 shares 11,155 $901K 0.01% +2,288 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,393 shares 12,393 $894K 0.01% new Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,749 shares; 2024Q4: 19,873 shares; 2025Q1: 20,956 shares; 2025Q2: 26,671 shares; 2025Q3: 29,485 shares; 2025Q4: 40,592 shares 40,592 $894K 0.01% +11,107 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 12,258 shares; 2025Q1: 10,258 shares; 2025Q2: 10,258 shares; 2025Q3: 69,538 shares; 2025Q4: 72,538 shares 72,538 $894K 0.01% +3,000 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 4,335 shares; 2025Q1: 2,586 shares; 2025Q2: 2,576 shares; 2025Q3: 2,911 shares; 2025Q4: 3,413 shares 3,413 $892K 0.01% +502 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,341 shares; 2024Q4: 76,706 shares; 2025Q1: 74,975 shares; 2025Q2: 65,473 shares; 2025Q3: 64,986 shares; 2025Q4: 64,175 shares 64,175 $891K 0.01% -811 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,845 shares; 2024Q4: 53,377 shares; 2025Q1: 14,862 shares; 2025Q2: 14,160 shares; 2025Q3: 13,858 shares; 2025Q4: 13,868 shares 13,868 $888K 0.01% +10 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: 11,277 shares; 2025Q1: 13,808 shares; 2025Q2: 9,568 shares; 2025Q3: 6,787 shares; 2025Q4: 6,176 shares 6,176 $888K 0.01% -611 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,940 shares; 2025Q1: 2,857 shares; 2025Q2: 2,892 shares; 2025Q3: 2,930 shares; 2025Q4: 3,430 shares 3,430 $888K 0.01% +500 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 6,100 shares; 2025Q1: 5,164 shares; 2025Q2: 4,669 shares; 2025Q3: 4,393 shares; 2025Q4: 3,470 shares 3,470 $886K 0.01% -923 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,051 shares; 2025Q1: 1,079 shares; 2025Q2: 1,341 shares; 2025Q3: 1,086 shares; 2025Q4: 2,309 shares 2,309 $885K 0.01% +1,223 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 29,818 shares; 2025Q1: 29,818 shares; 2025Q2: 30,001 shares; 2025Q3: 29,818 shares; 2025Q4: 29,818 shares 29,818 $883K 0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,835 shares; 2025Q3: 31,591 shares; 2025Q4: 34,091 shares 34,091 $883K 0.01% +2,500 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,362 shares; 2024Q4: 49,362 shares; 2025Q1: 49,362 shares; 2025Q2: 49,362 shares; 2025Q3: 49,362 shares; 2025Q4: 47,362 shares 47,362 $881K 0.01% -2,000 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,045 shares 29,045 $873K 0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,826 shares; 2024Q4: 17,460 shares; 2025Q1: 17,226 shares; 2025Q2: 17,057 shares; 2025Q3: 17,009 shares; 2025Q4: 14,269 shares 14,269 $872K 0.01% -2,740 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,172 shares; 2024Q4: 12,108 shares; 2025Q1: 12,043 shares; 2025Q2: 11,379 shares; 2025Q3: 11,182 shares; 2025Q4: 11,315 shares 11,315 $870K 0.01% +133 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,179 shares; 2024Q4: 16,860 shares; 2025Q1: 16,418 shares; 2025Q2: 15,551 shares; 2025Q3: 15,313 shares; 2025Q4: 14,868 shares 14,868 $870K 0.01% -445 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,795 shares; 2024Q4: 11,141 shares; 2025Q1: 13,960 shares; 2025Q2: 22,365 shares; 2025Q3: 24,165 shares; 2025Q4: 27,865 shares 27,865 $868K 0.01% +3,700 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,279 shares; 2024Q4: 22,392 shares; 2025Q1: 25,391 shares; 2025Q2: 25,213 shares; 2025Q3: 24,090 shares; 2025Q4: 18,728 shares 18,728 $859K 0.01% -5,362 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,408 shares; 2024Q4: 46,414 shares; 2025Q1: 46,821 shares; 2025Q2: 44,999 shares; 2025Q3: 43,905 shares; 2025Q4: 41,672 shares 41,672 $857K 0.01% -2,233 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,655 shares; 2025Q3: 5,840 shares; 2025Q4: 7,763 shares 7,763 $856K 0.01% +1,923 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,720 shares; 2025Q3: 17,582 shares; 2025Q4: 29,633 shares 29,633 $855K 0.01% +12,051 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 8,924 shares; 2025Q1: 8,924 shares; 2025Q2: 8,924 shares; 2025Q3: 8,924 shares; 2025Q4: 9,004 shares 9,004 $853K 0.01% +80 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,784 shares; 2025Q1: 5,810 shares; 2025Q2: 6,249 shares; 2025Q3: 12,043 shares; 2025Q4: 5,251 shares 5,251 $851K 0.01% -6,792 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,604 shares; 2024Q4: 17,315 shares; 2025Q1: 5,148 shares; 2025Q2: 5,044 shares; 2025Q3: 6,600 shares; 2025Q4: 10,084 shares 10,084 $851K 0.01% +3,484 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,627 shares; 2024Q4: 5,094 shares; 2025Q1: 5,460 shares; 2025Q2: 11,633 shares; 2025Q3: 11,328 shares; 2025Q4: 10,590 shares 10,590 $850K 0.01% -738 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 6,085 shares; 2025Q1: 5,693 shares; 2025Q2: 23,847 shares; 2025Q3: 5,072 shares; 2025Q4: 4,930 shares 4,930 $849K 0.01% -142 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,647 shares; 2025Q4: 45,242 shares 45,242 $848K 0.01% +26,595 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 16,759 shares; 2025Q1: 17,631 shares; 2025Q2: 17,049 shares; 2025Q3: 19,837 shares; 2025Q4: 31,485 shares 31,485 $847K 0.01% +11,648 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,097 shares; 2025Q1: 5,093 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 14,491 shares 14,491 $846K 0.01% +9,411 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,707 shares; 2024Q4: 31,384 shares; 2025Q1: 31,076 shares; 2025Q2: 31,384 shares; 2025Q3: 41,584 shares; 2025Q4: 43,891 shares 43,891 $840K 0.01% +2,307 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,534 shares; 2024Q4: 26,077 shares; 2025Q1: 26,077 shares; 2025Q2: 26,077 shares; 2025Q3: 25,777 shares; 2025Q4: 25,777 shares 25,777 $836K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,166 shares; 2025Q2: 6,154 shares; 2025Q3: 6,000 shares; 2025Q4: 7,279 shares 7,279 $836K 0.01% +1,279 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,743 shares 28,743 $835K 0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 9,767 shares; 2025Q1: 8,687 shares; 2025Q2: 8,662 shares; 2025Q3: 7,062 shares; 2025Q4: 7,202 shares 7,202 $827K 0.01% +140 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,779 shares; 2025Q1: 2,394 shares; 2025Q2: 2,177 shares; 2025Q3: 3,377 shares; 2025Q4: 4,110 shares 4,110 $826K 0.01% +733 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,094 shares; 2025Q1: 1,249 shares; 2025Q2: 1,421 shares; 2025Q3: 1,393 shares; 2025Q4: 1,365 shares 1,365 $824K 0.01% -28 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,031 shares; 2025Q3: 11,042 shares; 2025Q4: 30,066 shares 30,066 $823K 0.01% +19,024 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 22,777 shares; 2025Q1: 23,546 shares; 2025Q2: 23,281 shares; 2025Q3: 24,129 shares; 2025Q4: 23,448 shares 23,448 $821K 0.01% -681 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,826 shares; 2024Q4: 43,332 shares; 2025Q1: 36,637 shares; 2025Q2: 36,637 shares; 2025Q3: 36,637 shares; 2025Q4: 40,827 shares 40,827 $818K 0.01% +4,190 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 13,915 shares; 2025Q1: 5,511 shares; 2025Q2: 5,523 shares; 2025Q3: 6,403 shares; 2025Q4: 6,042 shares 6,042 $817K 0.01% -361 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 17,718 shares; 2025Q1: 17,718 shares; 2025Q2: 16,768 shares; 2025Q3: 16,968 shares; 2025Q4: 17,388 shares 17,388 $810K <0.01% +420 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 2,132 shares; 2025Q4: 1,200 shares 1,200 $809K <0.01% -932 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,434 shares; 2024Q4: 65,549 shares; 2025Q1: 63,527 shares; 2025Q2: 77,228 shares; 2025Q3: 88,015 shares; 2025Q4: 85,496 shares 85,496 $808K <0.01% -2,519 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 10,417 shares; 2025Q1: 10,341 shares; 2025Q2: 17,142 shares; 2025Q3: 16,341 shares; 2025Q4: 16,046 shares 16,046 $807K <0.01% -295 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,188 shares; 2024Q4: 28,988 shares; 2025Q1: 28,964 shares; 2025Q2: 29,004 shares; 2025Q3: 24,204 shares; 2025Q4: 26,304 shares 26,304 $803K <0.01% +2,100 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 23,478 shares; 2025Q1: 24,889 shares; 2025Q2: 33,556 shares; 2025Q3: 33,793 shares; 2025Q4: 35,836 shares 35,836 $801K <0.01% +2,043 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 21,028 shares; 2025Q1: 22,710 shares; 2025Q2: 23,062 shares; 2025Q3: 24,932 shares; 2025Q4: 25,237 shares 25,237 $801K <0.01% +305 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 75,865 shares; 2025Q1: 73,935 shares; 2025Q2: 70,572 shares; 2025Q3: 73,063 shares; 2025Q4: 70,802 shares 70,802 $796K <0.01% -2,261 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,115 shares; 2024Q4: 42,465 shares; 2025Q1: 44,892 shares; 2025Q2: 42,465 shares; 2025Q3: 75,277 shares; 2025Q4: 71,316 shares 71,316 $794K <0.01% -3,961 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,228 shares; 2025Q1: 2,327 shares; 2025Q2: 2,238 shares; 2025Q3: 2,233 shares; 2025Q4: 2,248 shares 2,248 $793K <0.01% +15 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 15,958 shares; 2025Q1: 17,611 shares; 2025Q2: 17,682 shares; 2025Q3: 17,880 shares; 2025Q4: 17,535 shares 17,535 $792K <0.01% -345 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 13,666 shares; 2025Q1: 14,414 shares; 2025Q2: 14,660 shares; 2025Q3: 14,446 shares; 2025Q4: 14,050 shares 14,050 $790K <0.01% -396 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,357 shares; 2025Q1: 12,436 shares; 2025Q2: 15,340 shares; 2025Q3: 15,243 shares; 2025Q4: 19,452 shares 19,452 $789K <0.01% +4,209 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,110 shares; 2024Q4: 14,179 shares; 2025Q1: 45,348 shares; 2025Q2: 12,297 shares; 2025Q3: 13,219 shares; 2025Q4: 14,716 shares 14,716 $782K <0.01% +1,497 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 9,905 shares; 2025Q1: 40,227 shares; 2025Q2: 36,185 shares; 2025Q3: 27,504 shares; 2025Q4: 32,982 shares 32,982 $782K <0.01% +5,478 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 15,794 shares; 2025Q1: 16,097 shares; 2025Q2: 16,212 shares; 2025Q3: 16,522 shares; 2025Q4: 4,131 shares 4,131 $777K <0.01% -12,391 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 7,147 shares; 2025Q1: 6,433 shares; 2025Q2: 6,436 shares; 2025Q3: 7,703 shares; 2025Q4: 7,384 shares 7,384 $775K <0.01% -319 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 7,833 shares; 2025Q1: 7,854 shares; 2025Q2: 7,846 shares; 2025Q3: 7,660 shares; 2025Q4: 7,649 shares 7,649 $773K <0.01% -11 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 3,800 shares; 2025Q2: 2,800 shares; 2025Q3: 3,608 shares; 2025Q4: 5,417 shares 5,417 $770K <0.01% +1,809 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,149 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,951 shares; 2025Q4: 1,946 shares 1,946 $767K <0.01% -5 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,407 shares; 2024Q4: 45,551 shares; 2025Q1: 45,816 shares; 2025Q2: 42,632 shares; 2025Q3: 34,106 shares; 2025Q4: 16,365 shares 16,365 $766K <0.01% -17,741 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 812 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 611 shares 611 $765K <0.01% -125 ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,556 shares; 2024Q4: 69,633 shares; 2025Q1: 73,944 shares; 2025Q2: 76,153 shares; 2025Q3: 76,382 shares; 2025Q4: 82,831 shares 82,831 $764K <0.01% +6,449 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares 4,970 $762K <0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 4,704 shares 4,704 $760K <0.01% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 14,770 shares; 2025Q1: 26,020 shares; 2025Q2: 54,120 shares; 2025Q3: 64,220 shares; 2025Q4: 84,000 shares 84,000 $755K <0.01% +19,780 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,554 shares; 2024Q4: 30,624 shares; 2025Q1: 30,624 shares; 2025Q2: 31,124 shares; 2025Q3: 32,124 shares; 2025Q4: 32,124 shares 32,124 $752K <0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares; 2025Q4: 5,655 shares 5,655 $751K <0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,512 shares; 2024Q4: 26,090 shares; 2025Q1: 23,068 shares; 2025Q2: 8,083 shares; 2025Q3: 7,048 shares; 2025Q4: 7,306 shares 7,306 $747K <0.01% +258 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 15,463 shares; 2025Q1: 15,504 shares; 2025Q2: 15,504 shares; 2025Q3: 15,660 shares; 2025Q4: 15,608 shares 15,608 $747K <0.01% -52 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 7,166 shares; 2025Q1: 6,778 shares; 2025Q2: 6,683 shares; 2025Q3: 6,273 shares; 2025Q4: 11,424 shares 11,424 $744K <0.01% +5,151 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,809 shares; 2024Q4: 23,221 shares; 2025Q1: 22,572 shares; 2025Q2: 20,230 shares; 2025Q3: not reported; 2025Q4: 7,117 shares 7,117 $743K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,534 shares; 2024Q4: 20,982 shares; 2025Q1: 18,634 shares; 2025Q2: 18,645 shares; 2025Q3: 16,825 shares; 2025Q4: 16,720 shares 16,720 $741K <0.01% -105 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 8,154 shares; 2025Q1: 17,528 shares; 2025Q2: 17,678 shares; 2025Q3: 18,130 shares; 2025Q4: 19,532 shares 19,532 $738K <0.01% +1,402 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,915 shares; 2025Q1: 7,803 shares; 2025Q2: 7,676 shares; 2025Q3: 7,706 shares; 2025Q4: 7,183 shares 7,183 $737K <0.01% -523 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,998 shares; 2025Q2: 14,463 shares; 2025Q3: 22,639 shares; 2025Q4: 22,065 shares 22,065 $733K <0.01% -574 Timeline